Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Bank Sales & Service Representative (Universal Banker)

$20 - $27 per hour

First Citizens Bank

Overview

At First Citizens Bank, together we become better. We're looking for people who want more than just a job - who want to make a difference in the communities where we live and work.

The Sales and Service Representative is responsible for processing transactions and other customer service requests in the branch. The position facilitates customer awareness and education of bank capabilities, tools, and resources, and supports the sales efforts of a branch team by identifying and referring sales opportunities to the appropriate bank partner.

The successful candidate will demonstrate:

Communication Skills - Interpersonal: Comfortable and confident with proactively engaging in conversation

Customer Service Skills: Demonstrates professionalism and empathy in customer interactions

Sales Skills: Ability to support team by making client servicing calls, identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist

Adaptability: Has the ability to learn and adapt quickly to new information and technology

Teamwork: Strives to build strong working relationships with those on their team as well as cross-functional relationships

Flexibility: Capable of handling multiple demands and can readily shift priorities to ensure work is done efficiently

Responsibilities & Qualifications

Duties & Responsibilities:


Service Standards - Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance by seeking coaching, supporting Bank initiatives and leveraging tools to enhance activities.


Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include an accountability for individual contribution as well as team performance.

Position Specific Skills:
Financial literacy
Knowledge of retail banking products and services

Qualifications:

High School Diploma or GED and 6 months customer service, cash handling

Preferred Area of Experience: Sales, banking experience

Additional Information

The base pay for this position is generally between $20.00 to $27.00 per hour. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Bank Sales & Service Representative (Universal Banker) in Thousand Oaks, CA vacancy
  • $47.51k - $61.99k

     ...The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall...  ...transactions in accordance with bank policies and procedures Refer... 
    Suggested
    Hourly pay
    Full time
    Part time

    Citi

    Calabasas, CA
    5 days ago
  •  ...Head Universal Banker, Thousand Oaks/ Simi Valley Area Working at Citi...  ...responsible for providing exceptional service delivery to our internal and...  ...orders, disputes, etc.) and sales (including opening accounts,...  ...experiences aligned with the bank's standards.... 
    Suggested
    Flexible hours

    Citigroup

    Newbury Park, CA
    5 days ago
  • $20.75 - $25.5 per hour

     ...Role The Relationship Banker is responsible for...  ...needs, recommending banking solutions, and supporting...  ...through proactive service and sales activities. This role...  ...as a Personal Banker, Universal Banker, Relationship...  ..., Financial Services Representative, Consumer Banker, Credit... 
    Suggested
    Hourly pay
    For contractors
    Work at office
    Remote work

    Belay Bank

    Westlake Village, CA
    2 days ago
  • $213.83k - $285.1k

     ...prosper. As a Commercial Banker at First Citizens Bank you will carry on our tradition...  ...and related business services. Responsibilities...  ...other managers or team Sales - Achieve individual and/or...  ...outreach. When appropriate, represents the Bank in the community... 
    Suggested
    Work at office
    Immediate start

    First Citizens Bank

    Thousand Oaks, CA
    5 days ago
  • First Bank is seeking a Banking Specialist II to join our branch team in California. This role focuses on opening new accounts, handling transactions, and providing exceptional client service while building relationships with clients and cross-selling products. A strong... 
    Suggested

    First Bank

    Westlake Village, CA
    4 days ago
  • $69.46k - $83.35k

     ...Job Description Business Banker (Level II - III) One Position...  ...potential impact. Mission Bank is seeking a Business Banker to...  ...appropriate types of accounts and other services; Accepts retail and commercial...  ...by using professional sales techniques to assist customers... 
    Local area

    Mission Bank

    Thousand Oaks, CA
    3 days ago
  •  ...First Bank is seeking a Relationship Banker in Westlake Village, CA to build client relationships, assess financial needs, and promote...  ...to branch goals. Ideal candidates have customer service experience, consultative sales skills, and the ability to identify opportunities... 

    Belay Bank

    Westlake Village, CA
    2 days ago
  •  ...Banking Specialist II This position, Banking Specialist II, may be...  ...many other names: New Accounts Representative, Senior Teller, etc. At First...  ...Providing excellent client service by accurately and expeditiously...  ...and closing. Increasing sales and cross-sell opportunities... 
    Bank staff
    Immediate start
    Flexible hours

    FirstBank

    Westlake Village, CA
    2 days ago
  • $37 - $65.5 per hour

     ...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role...  ...financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and... 
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Westlake Village, CA
    5 days ago
  • $37 - $65.5 per hour

     ...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role...  ...financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and... 
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Westlake Village, CA
    5 days ago
  • $23.83 - $29.79 per hour

     ...Job Title: Personal Banker III – Full-time – Westlake Branch Overview We are seeking...  ...Banker III, who is an experienced branch banking advisor in establishing, developing and...  ...to meet or exceed personal and Branch sales and service goals. Responsible for identifying member... 
    Hourly pay
    Full time
    Flexible hours

    Premier America Credit Union

    Thousand Oaks, CA
    2 days ago
  •  ...Relationship Banker Simi Valley, California;Westlake Village, California...  ...of age. Acknowledge ( Bank of America employees are...  ...- whether shaped by military service, community college education,...  ...year of demonstrated successful sales experience in a salary plus incentive... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Thousand Oaks, CA
    3 days ago
  •  ...Job Opportunity At U.S. Bank At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make...  ...educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals... 
    Temporary work

    U.S. Bank

    Newbury Park, CA
    18 hours ago
  •  ...Private Banker We are actively looking for exceptionally talented...  ...J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial...  ...Private Banking or Financial Services Bachelor's Degree required...  ...days of start date Proven sales success and strong business acumen... 
    Temporary work
    Work experience placement
    Local area

    Chase

    Westlake Village, CA
    4 days ago
  •  ...leading financial institution in California is seeking a Private Banker. In this role, you will manage client relationships and provide...  .... Ideal candidates have over 6 years of experience in private banking and possess a Bachelor's degree. The company offers a... 

    JPMorganChase

    Westlake Village, CA
    3 days ago
  • JPMorgan Chase & Co. is seeking a Senior Business Relationship Manager in its Business Banking division to manage a portfolio of large, profitable business clients and drive growth through new client acquisition and deepening existing relationships. The role emphasizes... 

    JPMorgan Chase & Co.

    Westlake Village, CA
    4 days ago
  •  ...America Credit Union is seeking a Personal Banker III at the Westlake Branch. This role...  ...member relationships while achieving sales and service goals. The candidate should migrate between...  ...degree and at least 2 years of branch banking experience with a proven track record... 

    Premier America Credit Union

    Thousand Oaks, CA
    3 days ago
  • TwinThread is seeking a Private Banker to join our team in Westlake Village, CA. The successful candidate will advise families on building...  ...knowledge in investments, financial planning, credit, and banking. This role involves managing client relationships, generating new... 

    Aumni

    Westlake Village, CA
    5 days ago
  •  ...Chase is seeking a Senior Business Relationship Manager within Consumer & Community Banking to cultivate and manage a portfolio of profitable business clients. You will acquire new relationships, deepen existing ones and deliver tailored banking solutions while protecting... 

    Fairygodboss

    Westlake Village, CA
    2 days ago
  • Citigroup Inc. is seeking a Universal Banker in Calabasas, CA to support sales, product and service activities with the customer service team. You will help foster customer...  ...sales opportunities while operating within bank policies and procedures. The role emphasizes service... 
    Part time

    Citigroup Inc.

    Calabasas, CA
    4 days ago
  • $45.76k - $57.2k

     ...we're more than a financial services leader – we’re a global trailblazer...  ...support customers’ everyday banking needs through in-branch...  ...of contact for customers, you represent the branch through strong service...  ...connect them to the right banker for more detailed product conversations... 
    Full time
    Work experience placement

    Wells Fargo

    Agoura Hills, CA
    4 days ago
  • $150k

     ...Family Service Counselor - Inside Sales Representative At Carriage Services, we are united by our purpose of creating premier experiences through innovation, empowered partnership, and elevated service. As a member of our team, you'll join a dynamic community dedicated... 
    Hourly pay
    Full time
    Immediate start
    Flexible hours

    Carriage Services

    Camarillo, CA
    1 day ago
  • $150k

     ...Family Service Counselor - Inside Sales RepresentativeAt Carriage Services, we are united by our purpose of creating premier experiences through innovation, empowered partnership, and elevated service. As a member of our team, you'll join a dynamic community dedicated... 
    Hourly pay
    Immediate start

    Carriage Services

    Camarillo, CA
    4 days ago
  • $22 - $27.5 per hour

     ...you will support customers' everyday banking needs through in-branch...  ...point of contact for customers, you represent the branch through strong service, attention to detail, and genuine care...  ...customers and connect them to the right banker for more detailed product conversations... 
    Work experience placement

    Wells Fargo

    Thousand Oaks, CA
    3 days ago
  • PNC Financial Services Group, Inc. is seeking a Teller at our Thousand Oaks branch. You will handle daily teller transactions, assist customers...  ...needs, and promote available digital tools to enhance their banking experience. Strong customer service abilities and cash handling... 

    PNC Financial Services Group, Inc.

    Thousand Oaks, CA
    2 days ago
  • $20 per hour

     ...Customer Service Representative Do your friends and co-workers refer to you as a people person? Have friends or people told you or suggested you go into sales? Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation... 
    Hourly pay
    Worldwide

    FastSigns

    Camarillo, CA
    4 days ago
  •  ...located in California, seeks a Financial Services Officer (Personal Banker/Loan Officer) to join their team. In this high-volume sales role, you'll assist members in achieving their...  ...possesses a strong background in banking, excellent communication skills, and a goal... 

    Logix Federal Credit Union

    Thousand Oaks, CA
    1 day ago
  • $41.72k - $67k

     ...Address: 19858 Ventura Blvd.Job Family Group: Retail Banking Sales & ServiceDelivers exceptional service to BMO customers and prospects. Identifies customer...  ...$41,715.00 - $67,000.00Pay Type: SalariedThe above represents BMO Financial Group's pay range and type.Salaries... 
    Part time
    Local area
    Immediate start
    Day shift

    Bmo

    Woodland Hills, CA
    1 day ago
  • $30 - $37 per hour

     ...Personal Banker IV – Warner CenterWe are seeking a dynamic Personal...  ...including deposit/loan growth, member services, business development and...  ..., special accounts, etc.Sales and operationally proficient....  ...)Required 3 to 5 years branch banking experienceAdvanced understanding... 
    Hourly pay

    Premier America Credit Union

    Woodland Hills, CA
    4 days ago
  • $22 - $26 per hour

     ...Personal Banker IIWe are seeking a dynamic Personal Banker II, who...  ...relationships and drive growth and sales opportunities.Accurately count...  ...union financial products and services to member in the community...  ...established sales goalsPrevious Banking experiencePrevious Cash... 

    Premier America Credit Union

    Woodland Hills, CA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Bank Sales & Service Representative (Universal Banker). Be the first to apply!